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James Investment Research’s IBM IBM Stock Holding History

James Investment Research’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Buy
9,339
+1,997
+27% +$503K 0.27% 92
2026
Q1 		$1.78M Buy
7,342
+3,960
+117% +$1.07M 0.2% 113
2025
Q4 		$1M Buy
3,382
+226
+7% +$67.7K 0.11% 162
2025
Q3 		$890K Buy
3,156
+2,412
+324% +$631K 0.1% 172
2025
Q2 		$219K Buy
+744
New +$192K 0.03% 299
2023
Q2 		– Sell
-860
Closed -$113K – 390
2023
Q1 		$113K Hold
860
– – 0.02% 293
2022
Q4 		$121K Buy
860
+282
+49% +$38.9K 0.02% 288
2022
Q3 		$69K Hold
578
– – 0.01% 338
2022
Q2 		$82K Buy
+578
New +$78K 0.01% 317
2021
Q1 		– Sell
-1,311
Closed -$158K – 514
2020
Q4 		$158K Sell
1,311
-740
-36% -$85.5K 0.01% 285
2020
Q3 		$239K Sell
2,051
-4,844
-70% -$570K 0.02% 243
2020
Q2 		$796K Buy
6,895
+1,344
+24% +$156K 0.07% 168
2020
Q1 		$589K Sell
5,551
-32,518
-85% -$4.11M 0.06% 170
2019
Q4 		$4.88M Sell
38,069
-18,049
-32% -$2.35M 0.34% 95
2019
Q3 		$7.8M Buy
56,118
+17,397
+45% +$2.35M 0.57% 56
2019
Q2 		$5.1M Sell
38,721
-7,649
-16% -$1M 0.37% 85
2019
Q1 		$6.25M Sell
46,370
-7,560
-14% -$964K 0.41% 69
2018
Q4 		$5.86M Sell
53,930
-17,870
-25% -$2.14M 0.36% 69
2018
Q3 		$10.4M Buy
71,800
+19,842
+38% +$2.77M 0.43% 60
2018
Q2 		$6.94M Sell
51,958
-22,676
-30% -$3.16M 0.27% 81
2018
Q1 		$10.9M Buy
74,634
+56,672
+316% +$8.57M 0.41% 63
2017
Q4 		$2.63M Sell
17,962
-314
-2% -$45.7K 0.09% 197
2017
Q3 		$2.54M Sell
18,276
-37,169
-67% -$5.18M 0.09% 190
2017
Q2 		$8.15M Sell
55,445
-86,324
-61% -$13M 0.25% 106
2017
Q1 		$23.6M Buy
141,769
+31,811
+29% +$5.33M 0.66% 48
2016
Q4 		$17.4M Sell
109,958
-2,217
-2% -$338K 0.45% 75
2016
Q3 		$17M Buy
112,175
+4,294
+4% +$652K 0.45% 77
2016
Q2 		$15.7M Buy
107,881
+106,830
+10,165% +$15.3M 0.4% 78
2016
Q1 		$152K Sell
1,051
-262
-20% -$33.5K ﹤0.01% 289
2015
Q4 		$172K Sell
1,313
-1,307
-50% -$176K ﹤0.01% 295
2015
Q3 		$363K Sell
2,620
-845
-24% -$125K 0.01% 263
2015
Q2 		$539K Sell
3,465
-17,040
-83% -$2.74M 0.01% 262
2015
Q1 		$3.15M Buy
20,505
+4,488
+28% +$681K 0.07% 172
2014
Q4 		$2.46M Hold
16,017
– – 0.07% 176
2014
Q3 		$2.91M Sell
16,017
-201
-1% -$36.6K 0.09% 160
2014
Q2 		$2.81M Sell
16,218
-4,995
-24% -$899K 0.09% 157
2014
Q1 		$3.9M Sell
21,213
-41,050
-66% -$7.23M 0.12% 140
2013
Q4 		$11.2M Sell
62,263
-43,075
-41% -$7.43M 0.35% 89
2013
Q3 		$18.6M Sell
105,338
-1,257
-1% -$228K 0.71% 48
2013
Q2 		$19.5M Buy
+106,595
New +$20.8M 0.8% 44

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

James Investment Research's IBM Position: Q2 2026 in Review

James Investment Research increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $503K and bringing the position to 9,339 shares worth $2.63M. The position accounts for 0.27% of the portfolio, ranked #92.

James Investment Research first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $23.6M in Q1 2017. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • James Investment Research held 9,339 shares of IBM worth $2.63M as of Q2 2026.
  • James Investment Research bought 1,997 IBM shares in Q2 2026, an estimated $503K.
  • IBM made up 0.27% of James Investment Research's portfolio in Q2 2026, its #92 holding.
  • James Investment Research first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
  • James Investment Research's IBM position peaked at $23.6M in Q1 2017.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.